Gregory Ashton (CRD# 4485313) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2018 - Current | 6 |
Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2018 - Current | 6 |
Dba The Ashton Group | Okc, OK | Dec 2001 - Current | 22 |
Ashton Publications | Okc, OK | Sep 1999 - Current | 24 |
Wilbanks Securities Advisory | Oklahoma City, OK | Jun 2016 - Dec 2017 | 1 |
Wilbanks Securities, Inc. | Oklahoma City, OK | Jun 2016 - Oct 2017 | 1 |
Royal Alliance Associates, Inc. | Oklahoma City, OK | Nov 2015 - May 2016 | < 1 |
First Independent Advisory Services, Inc. | Tulsa, OK | Mar 2010 - May 2016 | 6 |
First Independent Financial Services, Inc. | Tulsa, OK | Mar 2010 - Nov 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
- OK
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.